Our Process

We are not Finra Broker-Dealers, Finders, or others that work on a commission basis; nor is all of our work pro bono. Our process is to analyze your business and goals, review your funding request, and choose the correct venue of funding and approach to capital. We do not do short-run attempts or put it out investors we might know; on a casual basis. Nor do we sell your security. We work on full engagement and long term value only. This includes post-funding investment communication, investment monitoring, goal setting, and milestone achievement. While we are not for everyone, we are for those that want long term access to capital and growth. There can be costs associated with the raise from professional service providers such as legal reviews and technical writing costs as well as small admin charges. Please be aware of this before engaging. Basically you must be investment ready. This makes it an easier experience for everyone involved and we will not engage otherwise. The following is a general overview, but may not apply to each individual case.               

Pre-Funding Preparation (Pending Review)

  • A directional overview and qualification by an initial interview

  • A presentation analysis

  • An initial valuation (Short form)

  • Initial interface (Pitch) coaching for the CEO

  • Creation of a due diligence package and overview

  • Creation of a condensed pitch deck

  • Creation of the “Use of Funds” statement

  • Creation of the simplistic over-arching business plan (Short Form)      

  • Creation of an Attorney reviewed offering (PPM) under the appropriate Reg (Rule C)


  • Filing with a self-directed IRA

  • The attachment of a Broker-Dealer to clear securities and possibly participate    

  • The exemption filing with Edgar and the SEC

  • Filing with second-tier 144 platforms

  • The creation of an electronic secure portal to house the promotional materials

  • The PPM, Subscription Agreements, and other vital documents that can be accessed and available online.

  • Compliance filings & valuations

  • Criteria driven investment and acquisition sources internationally

  • Post funding reporting, investor communications, and growth support


Legal Disclaimers

VX Global provides this website to relay information on our services. VX Global is not responsible for, and expressly disclaims all liability for damages of any kind arising out of use, a reference to, or reliance on any information contained within the site. While the information contained within the site is periodically updated, no guarantee is given that the information provided within this website is correct, complete, and up-to-date. ​Although the VX Global Web site may include links providing direct access to other Internet resources, including Web sites, VX Global is not responsible for the accuracy or content of information contained in this site. ​Links from VX Global to third-party sites do not constitute an endorsement by VX Global. VX Global has not investigated the claims made by any displayed information. Information is based solely on material displayed on alternate sites. We urge you to use caution and discretion when working in the capital markets. Regulations vary from State to State and Country to Country. The use of this site does not constitute an endorsement by our firm, waiver of compliance processes or other filings that may be required in order to raise capital.    

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